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InceptionR’s Phillips 66 PSX Stock Holding History

InceptionR’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Buy
+1,814
New +$312K 0.08% 460
2025
Q4 		– Sell
-7,271
Closed -$989K – 826
2025
Q3 		$989K Buy
+7,271
New +$932K 0.24% 129
2025
Q1 		– Sell
-4,653
Closed -$530K – 778
2024
Q4 		$530K Buy
4,653
+1,828
+65% +$233K 0.12% 314
2024
Q3 		$371K Buy
+2,825
New +$381K 0.09% 396
2024
Q1 		– Sell
-2,987
Closed -$398K – 706
2023
Q4 		$398K Buy
+2,987
New +$357K 0.28% 146

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

InceptionR's PSX Position: Q2 2026 in Review

InceptionR opened a new position in Phillips 66 (PSX) in Q2 2026: 1,814 shares worth $307K. The stake represents 0.08% of the portfolio and ranks #460 among its holdings. This is a return to the name: InceptionR previously reported a position in PSX as recently as Q3 2025.

InceptionR first reported a position in PSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $989K in Q3 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • InceptionR held 1,814 shares of Phillips 66 worth $307K as of Q2 2026.
  • Phillips 66 was a new InceptionR position in Q2 2026.
  • Phillips 66 made up 0.08% of InceptionR's portfolio in Q2 2026, its #460 holding.
  • InceptionR first reported a position in Phillips 66 in Q4 2023 and has held it in 5 quarters since.
  • InceptionR's Phillips 66 position peaked at $989K in Q3 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.